What is EZLynx?
EZLynx is a valuable platform for insurance agencies, primarily known for its comparative rating engine and agency management system. It enables agents to generate real-time quotes from multiple carriers, manage policies, handle claims, and store documents efficiently.
Integration Benefits
Shape and EZLynx work seamlessly together by combining Shape’s lead management and CRM capabilities with EZLynx’s quoting engine, allowing agents to easily create new opportunities in EZLynx directly from Shape. This integration streamlines the transition from lead to quote, enhancing the sales process.
Integration Requirements
- Shape Account with Admin Access
- EZLynx Account
- Zapier Premium Account
Integration Capabilites
- Receive lead information seamlessly from Shape to your EZLynx account automatically.
How to Integrate Shape to EZLynx Via Zapier
Integrating Shape and EZLynx via Zapier Webhooks is very straightforward and consists of the steps outlined in detail below:
Frequently asked questions
Can I get assistance with integrating EZLynx to Shape?+
Yes of course! Simply email help@setshape.com and our team will be more than happy to assist where we can.
My leads are missing information.+
If you notice leads are missing information, please send the details to help@setshape.com and our team will be able to review this further for you. Please also review your Shape Webhook and Zap to ensure that the data is being mapped correctly.
I am getting an error with my Zap.+
We recommend reaching out to Zapier support to troubleshoot the error. While many of our team members are well versed in Zapier, it is usually best to have Zapier Support review any errors in their system!